Overview ( as on 21/02/25 )

NAV
₹40.34
Last change
₹-0.22 -0.01%
Fund Size (AUM)
2267.92 Cr
Performance
16.77% (5Y)

Fund Details

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Tata India Consumer Fund Regular Growth
as of 21/02/25
AUM

2267.92 Cr

Expense Ratio

2.03 %

Benchmark

Nifty India Consumption TR INR

ISIN

INF277K010A2

Fund Manager

Sonam Udasi

Exit Load

0.25% if redeemed within 0-30 days

0% if redeemed after 30 days


Fund Performance 1Y 3Y 5Y
Tata India Consumer Fund Regular Growth 10.86% 17.1% 16.77%
Nifty India Consumption TR INR 9.73% 14.17% 18.26%

Top 10 Holdings

ITC Ltd

10.5%

Zomato Ltd

8.32%

Radico Khaitan Ltd

5.73%

Trent Ltd

5.48%

Tata Consumer Products Ltd

4.15%

Nestle India Ltd

3.72%

Bikaji Foods International Ltd

3.68%

DOMS Industries Ltd

3.45%

Maruti Suzuki India Ltd

3.2%

Titan Co Ltd

3.03%

Sector Allocation

Consumer Cyclical

36.75%

Consumer Defensive

35.48%

Industrials

15.09%

Technology

5.6%

Financial

3.75%

Basic Materials

3.34%

Asset Allocation

  • 92%

    Equity
  • 8%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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